Does the net worth history import template file work?

UrsulaA

When I save the template (step 2 in wizard, download the template link) to import net worth and then open the CSV, I get the following error within the file.

I am using Windows 11, Excel 365, and Microsoft Edge.

Versions

Edition Windows 11 Home
Version 23H2
Installed on ‎1/‎27/‎2024
OS build 22631.3085
Experience Windows Feature Experience Pack 1000.22684.1000.0

Microsoft® Excel® for Microsoft 365 MSO (Version 2401 Build 16.0.17231.20194) 64-bit

Microsoft Edge Version 121.0.2277.98 (Official build) (64-bit)

Solution: I created my own CSV file using the format as stated in the wizard.

UrsulaA

I downloaded the template using Google Chrome on a Windows 10 machine successfully.

Coach Natalie

@UrsulaA, thanks for reaching out to the Community!

I tested with both the CSV template and the Mint file yesterday and was able to successfully import my historical account balances in both instances. I also didn't see an error in the file after doing so. Did you check your Net Worth Report to see if the import worked? If you're still experiencing trouble with this, I'd suggest contacting our Support Team directly for more advanced assistance, as they are able to engage in a screen-sharing session and walk through the import with you to see what's going on.

https://help.simplifimoney.com/en/articles/5077917-how-to-contact-support

Please let us know what you find out!

-Coach Natalie

UrsulaA

I imported successfully but the non-Mint CSV template did not download properly as shown above for Microsoft Edge. I do not need to escalate but other users may do so if they experience an issue with the template.

Smile and Dance

same here. This feature does not work.

Coach Kristina

Hello @Smile and Dance,

If you're experiencing trouble with this, I'd recommend contacting our Support Team directly for more advanced assistance, as they are able to engage in a screen-sharing session and walk through the import with you to see what's going on.

https://help.simplifimoney.com/en/articles/5077917-how-to-contact-support

Thank you!